Account Representative 3 – Union – Retail Banking & Lending

Who are we?

Coastal Community has been in business over 70 years, and we’re proud of the things that make us who we are:

• We’re 100% member-owned and locally-based—all of Coastal Community’s operations, Board of Directors and employees are based on Vancouver Island and the Gulf Islands, with all decisions made locally.
• We’re a growing organization with over 2.5 billion in Credit Union assets, serving over 100,000 members and clients through our 24 branches, 16 insurance offices and 4 business centres.
• We believe in making meaningful contributions to the communities we call home, and in the last five years alone, we’ve contributed $2.5 million to community partners across our islands.

If you join us you’ll work hard, but have a lot of fun along the way. We offer a generous compensation package and a great work/life balance because we want you to spend your career here. Many people do!

Together, Let’s Do Great Things!

We’re the largest financial institution based on Vancouver Island and the Gulf Islands, and we’ve got an opportunity for you. We are looking for an Account Representative, so if you’re passionate about improving people’s financial health and have experience with lending services, and sales and service, we’d like to hear from you.

What’s the role?

As an Account Representative, under limited supervision you will provide a full range of member service with respect to all credit union services and are a primary developer of enhanced member relationships. Coastal Community Credit Union strives “to be the leaders in building relationships that improve financial health, enrich people’s lives and build healthier communities" and it is the responsibility of the Account Representative to carry the vision statement forward in order to build, maintain and expand the member’s relationship with Coastal Community Credit Union and the other Coastal Community business lines while ensuring the interests of the organization are met. You will strive to provide a high quality experience with all member interactions while following Coastal Community's policies and procedures.

Your duties will include:

1. Accountable for the achievement of goals through effective sales and service initiatives.
2. Use of Coastal Connections interviewing skills to uncover and match member needs with the appropriate Coastal Community products and/or services.
3. Proactively identify and complete quality referrals within all Coastal Community business lines.
4. Performs all MSR 2 duties including but not limited to opening new memberships, selling registered and non-registered products and cross-selling all card products.
5. Authorize transactions and provide overrides to other employees within limits and assigned authority.
6. Resolves member concerns/issues and refers to the Branch Manager or Assistant Manager for issues above their level of authority.
7. Provides quality service to all members with a variety of transactions inclusive of investments and registered products, personal lending products including creditor insurance.
8. Performs other related duties as assigned.